Benchmark Plus Overseas Institutional Partners Ltd
Benchmark Plus Overseas Institutional Partners Ltd is a hedge fund based in Tortola, Virgin Islands, British. According to its most recent Form D, filed Apr 7, 2025, the fund has sold $1,912,841,117 of interests to 38 investors since its first sale in Aug 2004. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Steven Carroll; Robert Ferguson; Stephen Westphal.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $1,912,841,117Cumulative sales reported on Form D
- Investors
- 38
- First sale
- Aug 1, 2004
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Steven Carroll; Robert Ferguson; Stephen Westphal
- Latest Form D
- Apr 7, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Benchmark Plus Overseas Institutional Partners Ltd
What is the minimum investment for Benchmark Plus Overseas Institutional Partners Ltd?
According to its latest Form D, filed Apr 7, 2025, the minimum investment Benchmark Plus Overseas Institutional Partners Ltd accepts from an outside investor is $5,000,000.
Who can invest in Benchmark Plus Overseas Institutional Partners Ltd?
Benchmark Plus Overseas Institutional Partners Ltd is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Benchmark Plus Overseas Institutional Partners Ltd raised?
Benchmark Plus Overseas Institutional Partners Ltd reports $1,912,841,117 sold from 38 investors on its Form D filed Apr 7, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Benchmark Plus Overseas Institutional Partners Ltd based?
Benchmark Plus Overseas Institutional Partners Ltd is based in Tortola, Virgin Islands, British and is managed by Benchmark Plus Management.
When did Benchmark Plus Overseas Institutional Partners Ltd launch?
Benchmark Plus Overseas Institutional Partners Ltd reports its first sale in Aug 2004.
Size compared with every hedge fund
Raised more than 90% of the 68 hedge funds based in Virgin Islands, British, and more than 95% of all 10,308 that report sales.